Glassman Wealth Services’s Hubbell HUBB Stock Holding History

Glassman Wealth Services’s Portfolio HUBB Stock Details HUBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-31	Closed	-$10.2K	–	935
2023 Q4	$10.2K	Sell	31 -1	-3%	-$301	﹤0.01%	877
2023 Q3	$10K	Buy	32 +1	+3%	+$318	﹤0.01%	855
2023 Q2	$10.3K	Hold	31	–	–	﹤0.01%	809
2023 Q1	$7.54K	Buy	31 +2	+7%	+$479	﹤0.01%	885
2022 Q4	$6.81K	Buy	29 +1	+4%	+$240	﹤0.01%	942
2022 Q3	$6K	Hold	28	–	–	﹤0.01%	942
2022 Q2	$5K	Buy	28 +4	+17%	+$754	﹤0.01%	998
2022 Q1	$4K	Sell	24 -3	-11%	-$563	﹤0.01%	1055
2021 Q4	$6K	Buy	27 +3	+13%	+$600	﹤0.01%	929
2021 Q3	$4K	Hold	24	–	–	﹤0.01%	1021
2021 Q2	$4K	Hold	24	–	–	﹤0.01%	979
2021 Q1	$4K	Hold	24	–	–	﹤0.01%	929
2020 Q4	$4K	Hold	24	–	–	﹤0.01%	903
2020 Q3	$3K	Hold	24	–	–	﹤0.01%	900
2020 Q2	$3K	Sell	24 -2	-8%	-$244	﹤0.01%	751
2020 Q1	$3K	Buy	26 +18	+225%	+$2.43K	﹤0.01%	614
2019 Q4	$1K	Hold	8	–	–	﹤0.01%	943
2019 Q3	$1K	Hold	8	–	–	﹤0.01%	849
2019 Q2	$1K	Buy	8 +1	+14%	+$123	﹤0.01%	858
2019 Q1	$1K	Buy	+7	New	+$792	﹤0.01%	815

Other funds holding HUBB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return